Security National Bank of Sioux City Iowa’s Piedmont Realty Trust PDM Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,118	Closed	-$226K	–	72
2016 Q1	$226K	Sell	11,118 -402	-3%	-$7.49K	0.26%	68
2015 Q4	$217K	Buy	11,520 +1,332	+13%	+$25.5K	0.21%	73
2015 Q3	$182K	Hold	10,188	–	–	0.21%	69
2015 Q2	$179K	Hold	10,188	–	–	0.2%	73
2015 Q1	$190K	Hold	10,188	–	–	0.2%	75
2014 Q4	$192K	Buy	+10,188	New	+$192K	0.22%	79

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Security National Bank of Sioux City Iowa's PDM Position: Q2 2016 in Review

Security National Bank of Sioux City Iowa sold out of Piedmont Realty Trust (PDM) in Q2 2016, closing a stake of 11,118 shares — an estimated $226K sold.

Security National Bank of Sioux City Iowa first reported a position in PDM in Q4 2014 and held it in 6 quarters. The position peaked at $226K in Q1 2016. 220 funds tracked by Wall St. Rank hold PDM as of Q2 2016.

Security National Bank of Sioux City Iowa reported no remaining Piedmont Realty Trust position as of Q2 2016 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 11,118 Piedmont Realty Trust shares in Q2 2016, an estimated $226K.
Security National Bank of Sioux City Iowa first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 6 quarters.
Security National Bank of Sioux City Iowa's Piedmont Realty Trust position peaked at $226K in Q1 2016.
220 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2016.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2016, filed 18 Aug 2016.